While many of you have
experience with ERP products, the point of this little exercise is to give
everyone a chance to see a few of the functions of SAP, and to get some sense
for the navigation through these systems.

To give you this
experience, I have arranged for you to have an account on a training system
located at UW Milwaukee. You will access the system through the World Wide Web.

Important navigation points before we
start:

1.Once in SAP, do NOT use any of your web browser buttons
(the BACK button will be especially problematic). Use the SAP buttons.

2.These are the key icons
in SAP:

·Checkmark in
a green circle – execute. Click on it to have an action performed

·Triangle in a
menu – means there are submenus. Click on the triangle to see them.

·
Binoculars - this is the find icon for looking through lists of customers or
products.

·Two boxes on
the right of an entry field – means a list of entries is available. Click on
the boxes.

3. Watch for a
row of buttons across the top of the screen (especially "system"), since they
will help you navigate through SAP.

Most people get really
annoyed the first couple times they use SAP because they are used to other
interfaces. Have some patience, follow my directions slowly and carefully, and
call me or email me if you get lost. Our main goal is not to become SAP
experts, but to get some sense of the range of data that is collected and stored
in an ERP system.

Click on Log on
to begin. You will be taken to another screen and asked for a userid and
password.

User - (Get this from me via email)

Initial password – (I will give you an initial
password. You will be
required to create a new

password. )

You will see this Screen:

SAP Tour – Part 1 - Customer Data

Purpose – All businesses keep information about
their customers. What may have happened in the past is that each department
(marketing, accounting, shipping) may have had different records – maybe even
different databases. In an ERP all that data is connected, so customer records
look a bit different. We will review a few customer records to get a sense for
the amount of data that might be contained in an ERP.

The following instruction sequence will get you to detailed
information about all customers in the database:

The key field is customer number. Since you don’t know any
customer numbers, here is how you get a listing:

Double click on the binoculars – (the icon near
the top - for FIND).

The selection screen will appear (it helps you determine
the search process you wish to use)

Put the cursor in the Country box. A LIST icon
will appear on the right

Click the LIST icon to see a list of all
countries.

Scroll down and Select CA to get a list of Canadian
customers

Click on the GREEN CHECKMARK (execute) to have SAP show
you all Canadian customers.

Copy down the numbers and names the Canadian companies:

Individual Customer Data

Exit search help (Use the X to close the box showing
customer numbers (a very small blue X in the upper right corner of the
box)). This takes you back to the Customer Display screen.

Enter customer number 1000.

Click on the green Checkmark. It will execute
your lookup. A screen like this will appear:

Review the customer data to see the kinds of information
that can be retained on customers.

SAP Tour Assignment Part 1:

Create a Word document that includes the following:

1. The numbers and names the
Canadian companies:

2 . Customer 1000:

Company Name –

Company address -

Annual sales of the company-

How many employees do they have?

What time will they accept a
delivery on Saturday?

Who should be contacted in the
Finance Department?

Do they buy military equipment?

(NOTE: At the end of each of these activities you can
click on the BACK Box (near the top of the screen) 2 times to return to the main menu, or log out of SAP by
following the command under the SYSTEM box on the top menu.)

SAP Tour – Part 2

Viewing a Customer Order

Purpose - In this segment we will view customer
order information. This is the sequence we might look at if we were responding
to a customer call about an order.

Use this menu sequence to get to the order display screen:

Logistics -> Sales and
Distribution -> Sales -> Order -> Display

You should see this screen:

Enter an Order number of 5000020. Then click
the Search bar.

You should see
this screen:

Click on each of the tabs and familiarize yourself with the
information that is kept about each order.

SAP Tour
assignment part 2 –

Find answers to these questions:

What item is being sold (material number)?

Who is buying it?

What is its net price?

How much does it weigh?

What is the required delivery date?

What plant will be shipping it?

What is the delivery status?

What are the payment terms?

[Enter your answers in a Word document as part of SAP
Assignment #2]

SAP Tour – 3

Product Information

Purpose - While customers might want to know about
orders, our manufacturing and accounting folks might want to know about what
products we have in inventory and how they are valued. These screens will show
you how that information might be accessed.

You will see the material description. Look through the
various tabs to see all the information kept on this product. (NOTE: there is a
funny looking icon just under the words "Organizational Levels" that will give
you a pull-down menu to see all the data kept on this product.)

SAP Tour
Assignment 3

Open a Word document. List each of these pieces of data
for material 1300-550:

Description:

Base Unit of Measure:

Material Group:

Purchasing Group:

Standard Price:

Valuation Class:

Price Control:

Currency:

SAP Tour – Part 4

Human Resources

Purpose – While much of HR systems need to be
segregated for privacy reasons, cost accounting couple a great deal easier if we
could connect particular employees to particular job so we could better estimate
our labor costs. So as we review the data contained in SAP’s HR section, notice
also how this data can be connected to other parts of the system.

We will review employee records, update them, and then
review management reports available in SAP. Use this menu stream:

Use the pull down (double boxes) to see a search screen.
Enter a last name -- "Smith" works. Then Click on the Start
Search bar.

Select one of the employee numbers, and then click on the
Green Check Mark in the upper left corner to get the employee’s personnel
record.

To see the full record, click on the icon at the far right
- "Assignment Details" (the icon looks like a person standing in front of a
list).

You should see a record like this:

Open up the files for payroll information and benefit
information to learn more about this employee. (NOTE: if the left column
is too narrow for you to read the folder names, move the line to the right with
your cursor)

SAP Tour
Assignment Part 4a

Open a Word document and fill in this information for your
employee. (Note – not all employees have data in all these fields. If
the information is not available for the employee you choose, just note that.

Name

Position number and title

Hiring date

Organizational data

Payroll data

Benefits

US Benefits (if a US employee)

External HR Reports

SAP has a number of built-in reports for managers outside
of HR. The idea is that ALL managers need some information about employees they
supervise, yet there is no reason to give any manager complete access to the HR
database. So the Manager’s Desktop was created to give managers limited
access to information about their own employees.

Since you are not logged on as a manager, you will not be
able to see the data on particular employees through this view. But you should
be able to see the kinds of HR information that are made available to managers
using SAP.

The menu structures on the left and at the top of the
screen show the report options available to an HR manager.

SAP Tour
Assignment 4b:

What kind of education and training information is
available?

Log out of SAP by finding the Log Off option under
SYSTEM (one of the top menus).